DavidD66
Expert Alumni

Retirement tax questions

In your original question you asked "where do I enter the portion of that amount that is from my state of California?"  According to the California FTB "California does not tax dividends paid by a fund attributable to interest received from U.S. obligations or California state or municipal obligations IF at least 50% of the fund's assets would be exempt from California tax when held by an individual.

 

It looks like you reported exempt interest dividend from a fund with more than 50% of assets that are California exempt, and should not be added back to your CA income.  

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